Fiduciary Group LLC Reduced Holdings in Q4 2024

Fiduciary Group LLC

  • $975 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-102
- 0.75%
$280.04 - $302.45 $28.6K - $30.8K
13.4K $3.9M
BA
Boeing CO

Industrials
-255
- 5.17%
$138.14 - $180.72 $35.2K - $46.1K
4.67K $827K
AYI
Acuity Brands Inc

Industrials
-55
- 0.98%
$292.13 - $333.45 $16.1K - $18.3K
5.59K $1.63M
COST
Costco Wholesale Corp

Consumer Defensive
-154
- 1.97%
$873.59 - $994.69 $135K - $153K
7.68K $7.04M
NTRS
Northern Trust Corp

Financial Services
-212
- 2.25%
$88.4 - $111.16 $18.7K - $23.6K
9.23K $945K
TMUS
T Mobile Us, Inc.

Communication Services
-10
- 0.14%
$206.1 - $246.94 $2.06K - $2.47K
7.11K $1.57M
MCK
Mckesson Corp

Healthcare
-3
- 0.16%
$482.27 - $628.5 $1.45K - $1.89K
1.88K $1.07M
SCHW
Schwab Charles Corp

Financial Services
-4.03K
- 8.39%
$63.31 - $82.85 $255K - $334K
44K $3.25M
APO
Apollo Global Management, Inc.

Financial Services
-816
- 11.45%
$131.36 - $178.61 $107K - $146K
6.31K $1.04M
AON
Aon PLC

Financial Services
-398
- 1.77%
$344.14 - $393.31 $137K - $157K
22.1K $7.94M
CRM
Salesforce, Inc.

Technology
-657
- 9.67%
$270.87 - $367.87 $178K - $242K
6.14K $2.05M
ADP
Automatic Data Processing Inc

Industrials
-75
- 0.55%
$280.08 - $307.97 $21K - $23.1K
13.6K $3.99M
WFC
Wells Fargo & Company

Financial Services
-1.86K
- 7.23%
$54.98 - $77.35 $102K - $144K
23.8K $1.67M
MKL
Markel Corp

Financial Services
-21
- 1.06%
$1542.01 - $1785.11 $32.4K - $37.5K
1.95K $3.37M
CSCO
Cisco Systems, Inc.

Technology
-1.33K
- 1.73%
$52.45 - $60.02 $69.9K - $80K
75.7K $4.48M
BAC
Bank Of America Corp

Financial Services
-1.59K
- 1.49%
$39.22 - $47.77 $62.3K - $75.9K
105K $4.63M
VXF
Vanguard Extended Market ETF

ETFs
-297
- 0.5%
$179.17 - $207.15 $53.2K - $61.5K
59.4K $11.3M
MAR
Marriott International Inc

Consumer Cyclical
-189
- 1.15%
$246.06 - $292.59 $46.5K - $55.3K
16.2K $4.53M
HON
Honeywell International Inc

Industrials
-289
- 0.96%
$202.84 - $236.0 $58.6K - $68.2K
29.8K $6.74M
NVDA
Nvidia Corp

Technology
-60
- 0.14%
$117.0 - $148.88 $7.02K - $8.93K
42K $5.64M
AXP
American Express CO

Financial Services
-56
- 0.26%
$267.35 - $305.57 $15K - $17.1K
21.4K $6.35M
MA
Mastercard Inc

Financial Services
-53
- 0.3%
$491.3 - $536.15 $26K - $28.4K
17.8K $9.35M
BX
Blackstone Inc.

Financial Services
-1.95K
- 4.22%
$148.45 - $199.05 $290K - $389K
44.4K $7.65M
ISRG
Intuitive Surgical Inc

Healthcare
-277
- 1.2%
$471.27 - $550.62 $131K - $153K
22.8K $11.9M
DIS
Walt Disney CO

Communication Services
-2.46K
- 2.34%
$92.39 - $117.6 $227K - $289K
103K $11.4M
GOOGL
Alphabet Inc.

Communication Services
-421
- 0.7%
$161.86 - $196.66 $68.1K - $82.8K
59.3K $11.2M
V
Visa Inc.

Financial Services
-616
- 1.38%
$273.87 - $320.91 $169K - $198K
44K $13.9M
WMT
Walmart Inc.

Consumer Defensive
-2.11K
- 1.06%
$79.1 - $95.7 $167K - $202K
196K $17.7M
JPM
Jpmorgan Chase & CO

Financial Services
-1.92K
- 2.03%
$205.18 - $250.29 $394K - $480K
92.7K $22.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.34K
- 1.29%
$180.88 - $232.93 $243K - $313K
103K $22.6M
GOOG
Alphabet Inc.

Communication Services
-434
- 0.26%
$163.08 - $198.16 $70.8K - $86K
169K $32.2M
Activity Summary
Buys All Purchases 84 New Holdings 6 Increased Positions 78 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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